Steph & Co’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Steph & Co’s Portfolio EWU Stock Details EWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-145	Closed	-$4.59K	–	262
2023 Q3	$4.59K	Buy	+145	New	+$4.67K	﹤0.01%	279

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steph & Co's EWU Position: Q4 2023 in Review

Steph & Co sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 145 shares — an estimated $4.59K sold.

Steph & Co first reported a position in EWU in Q3 2023 and held it in 1 quarter. The position peaked at $4.59K in Q3 2023. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

Steph & Co reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 145 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $4.59K.
Steph & Co first reported a position in iShares MSCI United Kingdom ETF in Q3 2023 and held it in 1 quarter.
Steph & Co's iShares MSCI United Kingdom ETF position peaked at $4.59K in Q3 2023.
232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.